Wednesday, January 16, 2013

Today is the protagonist analyst Ming-Chi Kuo. Besides the product roadmap for 2013 , the analyst has used to post that, contrary to the rumors about the shortage of sales of the iPhone 5, Apple could post positive results in the last quarter of 2012, with many sales of the iPhone that would compensate for the lack stock of iPad Mini and the new iMac.

Apple may have sold 52 million iPhone in Q4

Kuo expects Apple to publish a large number of profit in the fourth quarter despite the concerns raised by recent rumors about cutting components for the iPhone 5. In fact, the analyst believes that Apple's phone will be one of the few lines that expire predictions.

Kuo believes that Apple's core products such as the iPhone and iPad, have suffered an increase in sales in the last quarter of 2012, but warns that they can still be below expectations.

Sales of the iPhone have been the center of attention during the week, after it became known that Apple had cut orders to suppliers of parts of the iPhone 5. Despite the rumors, Kuo says that Apple has sold 52 million iPhone during Q4, up 91% qoq and 41% annually.

The breakdown by model shows that shipments of the iPhone 5 may exceed 35 million units, representing a negative adjustment of 3.5%, as this same analyst predicted sales figures of 36.5 million. Shipments of the iPhone 4 and the iPhone 4S would reach 9.5 million and 7.3 million respectively.

It is generally expected that Apple has sold more than 140 million smartphones in 2012, led by strong sales that got the iPhone 4S, some 74 million units during the first half of the year.

On the iPad, the fixed Kuo forecast at 23 million units sold in Q4 2012, which would represent an increase of 49% over the same period last year. The iPad 4 would have sold 9.3 million, while the iPad Mini would remain at 8.2 million units sold. Kuo noted that the estimates are slightly below earlier expectations due to weak demand from large iPad and iPad supply problems Mini. Most significantly, Kuo says, was the bottleneck that occurred AU Optronic, one of the leading suppliers of LCD panel that uses the iPad Mini.

Looking ahead, the problems of Apple's supply chain is expected to stabilize in the first quarter of 2013. Year-over-year shipment growth of iOS is fixed at 6.5% for the iPhone and 64% for iPad, representing more than 37 million and 19.4 million respectively.

For MacBook figures during the last quarter of 2012, Kuo estimates that the total will be close to 3.9 million units, which represents only a 7% increase over the previous quarter. The analyst cites the surprising interest shown MacBook Pro 13 inch Retina display, noting that more unsold due to prohibitive prices. If Apple reduces the price is likely to increase considerably orders.

As most will know, Apple new iMac design for this year, which have been praised in almost all websites and specialized press. However, sales fell 18% in the three months of Q4 and 46.5% year over year. Most of the blame is attributed to delays in shipments and stock depletion in the third quarter of the previous model. Another major drawback is that the 27-inch version will not begin shipping until January. The combined sales of the Mac are estimated at 4.75 million units in the fourth quarter, reaching just over 17.7 million in the year 2012.

The sale of laptops and the iMac is projected to grow from year to year as the inventory of iMac grow and may reach 4.5 million computers sold by Apple in the first quarter of 2013.

Again, this is just one analyst's predictions. Apple will reveal its actual data on January 23.

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